Patrick Chandler is Chief Executive Officer and founder with a demonstrated history of leadership in the financial services industry. Currently leading Prospera Financial Management Firm with a focus on ethicaland responsible financial solutions. With over 7 years of progressive experience at Morgan Stanley, he served as a Financial Advisor, Wealth Management Internal Fraud Investigator, and ISG Operations Analyst. He possesses a proven track record of developing tailored financial strategies, integrating contemporary financial expertise with strong ethical principles.Prior to his tenure at Morgan Stanley, he held the position of Relationship Manager at Bank of America. During his time there, he successfully built a client referral network and advised clients on a diverse range of financial products, generating significant monthly net revenue.Patrick is committed to driving financial empowerment through integrity, stewardship, and strategic planning. When he is not at Prospera HQ, he is providing coaching and team engagement as a public speaker and leadership consultant.
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Chief Executive OfficerProspera 2021 - PresentColumbia, Maryland, United States -
Financial AdvisorMorgan Stanley Dec 2018 - 2021Hunt Valley, Maryland -
Wealth Management Internal Fraud InvestigatorMorgan Stanley May 2018 - Nov 2018Baltimore, Maryland Area -
Isg Operations AnalystMorgan Stanley Jan 2017 - Nov 2018Baltimore, Maryland Area -
Relationship ManagerBank Of America Jun 2017 - Dec 2017Baltimore, Maryland Area• Proactively built client referral network to 30 customers by using a defined approach to identify each clients specific needs.• Created monthly net revenue from client sales ranging $5,000 to $40,000 • Advised on several business products ranging from home loans, car loans, home refinance, money market accounts, certificate of deposits, and high worth lock box transactions. -
Assistant Program ManagerUniversity Of Maryland Mar 2014 - May 2016• Managed room rosters and housing arrangements for over 5000 participants• Assisted in constructing and implementing contractual agreements with over 15 clients • Regularly update, meet, and communicate with clients in order to maintain a level of professional service -
Legal AssistantLaw Office Of Kareem R. Vessup Jun 2014 - Aug 2014Queens, New York• Worked closely in over 25 criminal proceedings throughout the Supreme Court of New York• Prepared vital documentation for both mediation and arbitration hearings • Served as chief scribe for over 40 attorney client meetings
Patrick Chandler Skills
Patrick Chandler Education Details
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Criminology
Frequently Asked Questions about Patrick Chandler
What company does Patrick Chandler work for?
Patrick Chandler works for Prospera
What is Patrick Chandler's role at the current company?
Patrick Chandler's current role is CEO at Prospera.
What schools did Patrick Chandler attend?
Patrick Chandler attended University Of Maryland.
What skills is Patrick Chandler known for?
Patrick Chandler has skills like Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English.
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Patrick Chandler
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